See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,613 | $95,971-82.7% | $74,550-77.7% | $135,375-87.7% |
| Participation rate | 52.9% | 75.7%-22.7pp | 69.1%-16.2pp | 82.6%-29.7pp |
| Annual return | -6.47% | 56.96%-63.4pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $812 | $2,716-70.1% | $1,961-58.6% | $4,779-83.0% |
| Participant deferral / active EE | $1,164 | $3,843-69.7% | $3,108-62.5% | $5,609-79.2% |
| Admin fee / account holder | $1,773 | $6,522-72.8% | $5,060-65.0% | $10,827-83.6% |